Patten & Patten’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
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|
2025
Q1 | $212K | Hold |
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|
2024
Q4 | $201K | Sell |
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|
2024
Q3 | $212K | Sell |
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|
2024
Q2 | $228K | Sell |
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|
2024
Q1 | $269K | Hold |
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|
2023
Q4 | $251K | Hold |
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|
2023
Q3 | $233K | Sell |
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|
2023
Q2 | $252K | Sell |
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|
2023
Q1 | $286K | Hold |
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|
2022
Q4 | $284K | Sell |
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|
2022
Q3 | $262K | Hold |
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|
2022
Q2 | $279K | Sell |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $719K | Hold |
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|
2021
Q3 | $653K | Buy |
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|
2021
Q2 | $651K | Buy |
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|
2021
Q1 | $585K | Sell |
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|
2020
Q4 | $581K | Buy |
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|
2020
Q3 | $472K | Sell |
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|
2020
Q2 | $455K | Hold |
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|
2020
Q1 | $406K | Hold |
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|
2019
Q4 | $493K | Sell |
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|
2019
Q3 | $483K | Sell |
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|
2019
Q2 | $496K | Sell |
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|
2019
Q1 | $724K | Hold |
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|
2018
Q4 | $645K | Buy |
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